ERPNext vs Perfex CRM Comparison

95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

ERPNext

ERP Software

4.6 126 user ratings

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78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Perfex CRM

CRM Software

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Overview

Description	ERPNext is a fully open-source, cloud-based, very easy to use ERP software. It enjoys wider acceptance in multiple industries like retail, healthcare, school, service-based companies etc. It can simplify payroll management, leave management, automates billing process etc. The software helps in tracking and managing inventory, enhancing CRM, assists in financial accounting, closing a sales deal successfully, track purchases etc. ERPNext helps doing project management and task management as well. It allows managing web content and features email integrated ticketing system. This is a highly suitable tool for both small and medium-sized businesses. Read more	Perfex is a Customer Relationship Management (CRM) system that is aimed at small businesses and freelancers. Project management features let users track expenses and time spent on tasks, and bill their customers. It also provides the ability to assign tasks and track logged time. They can even create one-click invoices, invoices with different taxation and recurring invoices which will be regenerated automatically based on user requirements. Estimates can be converted directly to invoices and customers can view invoices even without any login. Features for creating impressive proposals are also present, including an editor allowing tables, images, YouTube videos and more. Lead management is possible and is helped using kanban layouts and users can automatically import leads from emails. On top of all this, features for managing expenses and payments with automatic reports after each PayPal payment, task management, contract management, surveys, goal tracking, and more are available. Read more
Pricing Options	Free Trial Available Starts at $50.0. Offers Custom plan.	Free Trial Not Available Starts at $65.0.
SW Score & Breakdown	95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 100% Reviews 82% Momentum 69% Popularity 82%	78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 76% Reviews 60% Momentum 66% Popularity 70%
SaaSworthy Awards	# 3 Most Worthy # 9 Fastest Growing	Not Available

Technical Details

Organization Types Supported	Freelancers Large Enterprises Medium Business Small Business	Freelancers Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	Business Hours Online	Business Hours Online

Reviews & Ratings

User Rating	4.6/5 126 user ratings	Not Available
Rating Distribution	Excellent 66.7% Very Good 27% Average 4% Poor 2.4% Terrible 0%	Not Available
User Sentiments	Open Source, Ease of Use, Customization, Strong Community Support Missing Features, Inadequate Documentation, Mobile App Bugs, Occasional Software Bugs	Not Available
Review Summary	ERPNext, a comprehensive business management solution, has garnered positive feedback from users across various platforms. Praised for its user-friendly interface and extensive features, it streamlines business processes and improves efficiency. However, some users have expressed concerns regarding occasional glitches and a learning curve for new users. Overall, ERPNext is a reliable and customizable platform that accommodates the diverse needs of growing businesses.	Not Available
Pros & Cons	Open-source and cloud-based, making it accessible and cost-effective. Comprehensive ERP solution that covers a wide range of business processes. User-friendly interface and easy to use, even for non-technical users. Highly customizable to fit the specific needs of different businesses. Strong community support and active development. May require some technical expertise for advanced customization. Can be overwhelming for small businesses with limited resources. Occasional glitches and a learning curve for new users.	Specifically designed for small businesses and freelancers. Integrated CRM and project management capabilities. One-click invoicing and automatic recurring invoices. Impressive proposal creation features with rich media support. Lead management with kanban layouts and email import. Limited customization options compared to more robust CRM systems. May not be suitable for large businesses with complex needs. Lack of advanced reporting and analytics features.
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Pricing

Pricing Options	Free Trial Available Starts at $50.0. Offers Custom plan.	Free Trial Not Available Starts at $65.0.
Pricing Plans Monthly Plans Annual Plans	Small Business $50.00 $50.00 per month Enterprise Custom	Perfex CRM $65.00 $65.00 Regular License
	View Detailed Pricing	View Detailed Pricing

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	View All ERPNext Alternatives	View All Perfex CRM Alternatives